Clarity for your financial future
Every cent, every choice, every step shaped around what you want your life to become.
We all have goals that matter. Some practical, some deeply personal.
At RFAdvice, every part of your world is considered with intention. Our role is to help bring those goals into focus and turn them into a clear, achievable plan.
We stay alert. We stay adaptive. We stay ahead, so you can move forward with confidence.
Because when your finances are organised under one thoughtful strategy, something shifts. Decisions feel easier. Opportunities become obvious.
This is a partnership built on integrity, backed by registered financial advisers and shaped entirely around you.
Financial solutions for every stage of life
We provide integrated advice across all areas of personal and business finance.
Our focus is always on what's right for you and your business, not a one-size-fits-all solution.
Protect
- Personal and business insurance
- Assurance: life, disability, income protection, sickness benefit, critical illness and impairment
- Short-term insurance: home, vehicle, assets
- Medical aid, dental and gap cover
- Employee benefits
Grow
- Share portfolios
- Local and offshore investments
- Investments for business-oriented goals
- Savings: for emergencies, retirement and education
- Wealth accumulation strategies
- Forex
Plan
- Retirement planning: preservation funds (pension and provident) as well as retirement annuities (RAs)
- Estate and legacy planning: wills, trusts, RAs and TFSAs
- Wealth structuring
Support
- Ongoing reviews and strategy adjustments
- Claims assistance and administrative guidance
- Long-term financial partnership
Why clients choose RFAdvice
Our goal is simple: to help you feel confident about your financial future.
Clarity first
We simplify complex financial decisions so you always understand your options.
Personal relationships
You're not a number. We build long-term partnerships with our clients and their families.
Independent thinking
Our advice is guided by your needs and goals never by product commissions.
Proactive support
We stay involved: reviewing, adjusting and supporting you over time.
Real accessibility
When you need help, you can reach us.
Who are you planning for?
Choose your path below and we'll show you how RFAdvice can help.
Individuals & families
Holistic financial planning for life's big decisions retirement, protection, investment, retirement and estate planning.
Business owners & employers
Structured corporate benefit solutions, commercial insurance and wealth-building strategies for your business and team.
What our clients say
The team at RFAdvice is very efficient and professional. I've never experienced any problems and recommend them to family and friends. It's always been a pleasure doing business with them.
RFAdvice is a family business that not only operates in a way that reassures clients that all the employees are invested in the company and its clients, but that actually makes the client feel that they're part of the family too. And as they say, Family First.
RFAdvice is a goal- and solution-driven team with its clients' best interests at heart. It's refreshing to deal with professionals where service delivery comes first and the sale second. I can definitely recommend them!
From the start, we've been extremely happy with their services. The advice is reliable and considered for our needs and we always feel like - and believe - that they have our best interests at heart. Although we’ve moved cities multiple times, we've gotten the same great service both in person and virtually. It’s been a pleasure working with RFAdvice and I would recommend them unreservedly.
RFAdvice has done my financial planning since they opened their doors – from investments, short-term insurance, will/testament and tax returns as an all-in-one package with EXCELLENT results and what a pleasure it is to have them on my side. Their friendliness, solid financial advice and quick responses to all my queries and questions are just amazing and they always follow up. Well done! In these days and times, it’s peace of mind to have people like you planning for my family’s financial needs.
RFAdvice has been an asset to our business since the day we appointed them. They’re always ready with advice and knowledgeable on anything we might need/request. I have and will continue to recommend them to anyone who might be interested in the services they have to offer.